SP
Sachin Padwal-DesaiFund Manager Since 8 Aug 2006
AllocationRetirement
Franklin India Pension Plan Direct Growth
3Y Annualised
11.60%
-0.00% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.06%
-0.00% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 4 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹505.78 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.03%
3% If redeemed before the age of 58 years; Nil if redeemed after the age of 58 years
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
PGIM India Retirement Fund Direct Payout Inc Dist cum Cap Wdrl
4.41%
2nd
PGIM India Retirement Fund Direct Growth
4.41%
3rd
PGIM India Retirement Fund Regular Growth
4.39%
4th
PGIM India Retirement Fund Regular Payout Inc Dist cum Cap Wdrl
4.39%
5th
HDFC Retirement Savings Fund - Equity Plan - Direct Plan
3.91%
73rd
Franklin India Pension Plan Direct Growth
2.06%
Fund Managers
AR
Anand RadhakrishnanFund Manager Since 6 Sept 2021
US
Umesh SharmaFund Manager Since 2 Jul 2010
RK
Rajasa KakulavarapuFund Manager Since 6 Sept 2021
About Franklin India Pension Plan Direct Growth
Franklin India Pension Plan Direct Growth is a Allocation mutual fund scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Franklin India Pension Plan Direct Growth has ₹505.78 Cr worth of assets under management (AUM) as of Fri May 09 2025. The latest Net Asset Value (NAV) of Franklin India Pension Plan Direct Growth as of Mon May 05 2025 is ₹234.5948. The fund has an expense ratio of 1.56%, which is medium comparable to most other Allocation funds.
Franklin India Pension Plan Direct Growth returns for the last 1 year are 8.98%. Since launch, it has delivered 10.49% average annual returns.
The Franklin India Pension Plan Direct Growth has the majority of its money invested in null, Financial Services sectors.
Top 5 Holdings of Franklin India Pension Plan Direct Growth.
- Small Industries Development Bank Of India: 10.03%
- 7.48% National Bank For Agriculture And Rural Development: 9.03%
- Bajaj Housing Finance Limited: 5.37%
- Ongc Petro Additions Limited: 5.33%
- Mahindra & Mahindra Financial Services Ltd: 5.32%
AMC Information
| Name | Franklin Templeton Asst Mgmt(IND)Pvt Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| services@franklintempleton.com | |
| Phone | +91 22 - 67519100 |
| Website | https://www.franklintempletonindia.com |
| Address | One International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai |
Tax Implications of Franklin India Pension Plan Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Franklin India Equity Advantage Fund Direct Growth
EquityLarge & Mid-Cap
3Y CAGR
15.47%
expense ratio
1.36%
fund size
₹3273.15 Cr
Franklin India Liquid Growth
Money MarketLiquid
3Y CAGR
6.15%
expense ratio
0.86%
fund size
₹2002.44 Cr
Franklin India Money Market Fund Growth
Money MarketMoney Market
3Y CAGR
7.05%
expense ratio
0.30%
fund size
₹2547.13 Cr
Franklin India Liquid Institutional Growth
Money MarketLiquid
3Y CAGR
6.33%
expense ratio
0.61%
fund size
₹2002.44 Cr
Franklin India Pension Plan Growth
AllocationRetirement
3Y CAGR
10.75%
expense ratio
2.29%
fund size
₹505.78 Cr
FAQs
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